See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,652 | $144,119+35.1% | $117,854+65.2% | $147,584+31.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.43% | 531.15%-510.7pp | 335.08%-314.6pp | 578.55%-558.1pp |
| Employer contribution / active EE | $6,086 | $4,896+24.3% | $3,786+60.8% | $4,876+24.8% |
| Participant deferral / active EE | $3,783 | $5,316-28.8% | $4,482-15.6% | $5,439-30.4% |
| Admin fee / account holder | $6,102 | $10,886-43.9% | $8,020-23.9% | $10,885-43.9% |